
Understanding Modern Financial Planning Approaches
Discover how today's financial landscape requires fresh thinking and adaptable planning strategies that evolve with your changing circumstances.
August 15, 2025
Monthly Planning That Actually Works
Explore personalised financial planning through our £250 monthly subscription. Get ongoing consultations, analytical reviews, and practical insights to help you make confident financial decisions. Join 1260 clients who've discovered the value of consistent financial guidance.
Financial planning involves risk, and the value of consultations and advice can vary. Always consider your personal circumstances.
Discover how today's financial landscape requires fresh thinking and adaptable planning strategies that evolve with your changing circumstances.
August 15, 2025
Regular financial check-ins can transform your relationship with money. Learn why monthly reviews outperform annual planning sessions.
August 8, 2025
How structured financial discussions help you move from uncertainty to clarity, creating actionable plans for your unique situation.
July 28, 2025
From scattered financial decisions to organised monthly planning. Sarah's journey shows how consistent consultations transformed her approach to money management and long-term planning.
A young family's experience with structured financial planning, from first consultation to confident financial decision-making over 18 months of subscription service.
How monthly consultations helped David transition from career uncertainty to clear retirement planning, demonstrating the value of ongoing professional guidance.
We begin with an in-depth discussion of your current financial situation, goals, and concerns. This foundation session helps us understand your unique circumstances and planning priorities.
Our team conducts a thorough review of your financial position, identifying opportunities and areas for improvement. You receive detailed insights tailored to your specific situation.
Regular consultations keep your planning on track. We discuss market changes, review progress, and adapt strategies as your circumstances evolve throughout the year.
Access continuous guidance between formal sessions. Email support and quarterly reviews ensure your financial planning remains aligned with your changing needs and market conditions.
The monthly consultations completely changed how I think about financial planning. Instead of annual stress sessions, I now have ongoing confidence in my decisions.
Emma Thompson
Marketing Director, London
We're committed to providing valuable, actionable financial planning insights through every monthly session. Our structured approach ensures consistent quality and relevant guidance for your evolving needs.
Professional consultations tailored to your circumstances
Regular progress reviews and planning adjustments
Ongoing email support between scheduled sessions
September 15, 2025
Learn the basics of effective monthly financial planning and how regular reviews can improve your financial decision-making confidence.
Online Webinar
September 28, 2025
Understand how to approach tax-efficient planning throughout the year, with practical tips for UK taxpayers and planning considerations.
Online Webinar
Lunarethixvo Financial Planning Services established with a mission to make professional financial guidance accessible through subscription-based consultations.
2013
2016
Introduced our innovative monthly subscription approach, making ongoing financial planning affordable and accessible to more UK clients.
Launched our secure online platform, enabling seamless consultation scheduling, document sharing, and progress tracking for all subscribers.
2019
2023
Reached milestone of over 1000 active subscribers, completing 160 comprehensive financial planning projects and maintaining 12 years of industry experience.